Innovation for the future of Europe: Nanoelectronics beyond 2020 / November 2012
Executive summary
ASM International Chuck DEL PRADO
Europe needs unrestricted access to sustainable solutions for its societal challenges; it needs industrial drive for wealth creation and global competitiveness; and it needs to step up research and innovation. The nanoelectronics industry is key to solving Europes
ASML Eric MEURICE Carl Zeiss Winfried KAISER CEA-LETI Laurent MALIER
societal challenges; its products and innovations are essential in all market segments where Europe is a recognized global leader; and the intensity of its industrial research and innovation is among the highest in the world. The European nanoelectronics value and innovation chain comprises leading research
institutes and academia, large and small suppliers of semiconductor manufacturing equipment and materials, designers and manufacturers of semiconductor microchips, and system integrators for microchip end-user applications in segments of European market strength. This ecosystem builds on large-scale semiconductor manufacturing in Europe. Many of the key actors are global leaders in the relevant markets. Europes nanoelectronics
ecosystem is therefore a key asset for European economic growth and wealth creation. Worldwide, the market for nanoelectronics is growing faster than the industry average. Europes nanoelectronics industry is also growing, but not as fast as in other parts of the world. Reinforcement is needed throughout the nanoelectronics ecosystem so that Europe can regain its leading position in this highly competitive domain. To achieve this objective, the companies and institutes in Europes nanoelectronics ecosystem propose a strategic research and innovation programme with a total investment of 100 billion up to the year 2020. By 2020, the programme aims to increase Europes nanoelectronics-based world-wide revenues by over 200 billion per year, and create an additional 250,000 direct and induced jobs in Europe. Priorities include: collaboration with research institutes and academia; pilot lines to prove state-of-the-art microchip technologies; enhancement of large-scale semiconductor microchip manufacturing in Europe (150 mm, 200 mm and 300 mm wafer size); dedicated test
bed facilities for equipment and materials (450 mm wafer size); and microchip, system and application development that leverages Europes strengths in solving societal challenges across the entire value chain. Implementation of this ambitious programme requires a holistic approach, with public and
private co-investment. Because of comprehensive incentives outside Europe, the world is not a level playing field. To compete, the European nanoelectronics ecosystem needs a coherent and aligned industrial strategy that is supported by industry, the European Union and the Member States.
Innovation for the future of Europe: Nanoelectronics beyond 2020 / November 2012
Innovation for the future of Europe: Nanoelectronics beyond 2020 / November 2012
0%
260
-20%
180
-40%
Further growth of at least the same magnitude has been predicted for the remaining part of the current decade. Within Europes nanoelectronics ecosystem, the European semiconductor industry is estimated to have a worldwide economic value of 30 billion , and is responsible for 200,000 direct 7 and more than 800,000 induced jobs . European semiconductor companies have dominant global positions in key application areas for Europe, such as transport and security, as well as in equipment and materials for worldwide semiconductor manufacturing, where the European equipment industry continues to gain market share. Their research and innovation investment is among the highest in the world, reaching 20% of total revenues. As such, the semiconductor industry is a major net contributor to the Europe 2020 target 8 of investing 3% of GDP in research and innovation .
6 7
1 2 3
WSTS forecast 2012Q2; data made available through ESIA (www.eeca.eu/esia) http://ec.europa.eu/enterprise/sectors/ict/files/kets/hlg_kets_report_en.pdf 8 COM(2010) 2020
Sales (billion $)
20%
340
Innovation for the future of Europe: Nanoelectronics beyond 2020 / November 2012
Innovation for the future of Europe: Nanoelectronics beyond 2020 / November 2012
.35
.25
.18
.13
90
65
45
32 22
The cost-effectiveness of microchips is also determined by wafer size (the diameter of the base substrate used in microchip manufacturing). Established wafer sizes today are 150 mm, 200 mm and 300 mm, smaller wafer sizes usually coinciding with the feature size sweet spot for the added-value technologies. 450 mm is emerging as the next wafer size for very high volume manufacturing of microchips for digital data processing such as memories and microprocessors, also requiring the smallest possible feature size. The move to 450 mm wafer processing offers extensive worldwide market opportunities and challenges for Europes semiconductor manufacturing equipment and materials suppliers.
9
WSTS and ITRS 2011 data; source: 5th SEMI Brussels Forum 24 May, 2011
Innovation for the future of Europe: Nanoelectronics beyond 2020 / November 2012
Innovation for the future of Europe: Nanoelectronics beyond 2020 / November 2012
Extension of the dedicated budgets for Key Enabling Technologies to reflect their common dependence on nanoelectronics; Simplified notification and enlarged eligibility for public funding in nanoelectronics;
Greater focus on European Union funding for regional initiatives to support the proposed programme.
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http://ec.europa.eu/enterprise/sectors/ict/files/kets/hlg_kets_report_en.pdf http://www.aeneas-office.eu
Innovation for the future of Europe: Nanoelectronics beyond 2020 / November 2012
Innovation for the future of Europe: Nanoelectronics beyond 2020 / November 2012
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Innovation for the future of Europe: Nanoelectronics beyond 2020 / November 2012
Innovation for the future of Europe: Nanoelectronics beyond 2020 / November 2012
New semiconductor materials (such as SiC and GaN) will provide large efficiency gains in energy conversion for a multitude of end-user applications. Environmental monitoring and control using smart sensor networks is another potentially high-volume market for nanoelectronics-based solutions.
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Innovation for the future of Europe: Nanoelectronics beyond 2020 / November 2012
Innovation for the future of Europe: Nanoelectronics beyond 2020 / November 2012
Conclusions
Nanoelectronics is one of the fields recognized by the European Union as deserving immediate policy actions given the situation of the European industry in global competition and the challenges stemming from the economic crisis. It is not only of strategic importance in its own right. Nanoelectronics is also key in providing solutions for all of the societal challenges identified in the Horizon 2020 programme. Disruptive innovation and continuous technology renewal are essential for maintaining Europes competitiveness and independence in nanoelectronics. To bring about this innovation and renewal, extended collaboration is required throughout the nanoelectronics ecosystem, bringing together leading research institutes and academia, suppliers of semiconductor manufacturing equipment and materials, designers and manufacturers of semiconductor microchips, and system integrators of microchips for end user applications. To ensure the sustainability of innovation, long-term commitments are needed from all parties, including the European Union and the Member States national and regional public authorities. To prepare for Europe beyond 2020, the companies and institutes within the European nanoelectronics ecosystem propose to increase their overall research and innovation investment through a joint programme with the European Union and the Member States. By 2020, this programme aims to increase Europes nanoelectronics-based worldwide revenues by over 200 billion per year, and create an additional 250,000 direct and induced jobs in Europe.
Simplified notification and enlarged eligibility for public funding in nanoelectronics; Greater focus on European Union funding for regional initiatives to support the proposed programme.
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